美元走低黃金突破1830，美油飙升3%
周二(11月9日)美元指數小幅下跌，投資者等待周三將公布的通脹數據以衡量物價是否加速上升。黃金期貨價格錄得連續第四個交易日上漲，創7月7日以來的最長連續上漲時長紀錄，美國10月生産者價格指數顯示通脹繼續上漲，令金價得到支撐。美油尾盤漲逾3%，報84.57美元/桶，收于近二周來最高水平；因美國一份能源報告預測明年原油供應會增加，導致市場揣測拜登政府可能擱置釋放該國緊急儲備的計劃。
美國政府略微上調2021年原油價格預期，大體維持2022年油價預期不變
美國能源信息署（EIA）：預計2021年WTI原油價格為69.02美元/桶（之前預計為68.48美元/桶），預計2022年為68.28美元/桶（之前預計為68.24美元/桶）。預計2021年布倫特原油價格為71.59美元/桶（之前預計為71.38美元/桶），預計2022年為71.91美元/桶（之前預計為71.91美元/桶）。
分析師：2022年對風險資産的友好度會下降
大田環球分析師表示，2022年的全球展望對風險資産的友好度可能會下降，但現在轉離順周期為時尚早。市場在2021年已經吃掉了大部分暫時性通脹的蛋糕，因此2022年可能剩下的有限。雖然股票受到的約束比信貸小，但按絕對值計算估值也已經很高。不過與信貸和國債市場相比，美國股票估值看似沒有“特別緊繃”。市場在本次周期首次相對于宏觀環境顯得昂貴。
本文來源： 大田環球貴金屬
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